Investor Bootcamp
Two intensive days of investment education — from market fundamentals to building your first portfolio. Interactive, practical, and jargon-free.
Nathan Clearwater
Investment Education Specialist
An intensive two-day virtual bootcamp that takes you from investment fundamentals to portfolio construction. Learn to evaluate stocks, bonds, ETFs, and mutual funds — then build a diversified portfolio framework you can use immediately. Interactive exercises, live Q&A, and a take-home workbook included.
Welcome & Investment Mindset
Introduction, ground rules, and why understanding investing matters more than following advice.
Asset Classes Deep-Dive
Stocks, bonds, ETFs, index funds, REITs — what each is, how they work, and when they make sense.
Reading Financial Statements
Hands-on exercise: read a real income statement, balance sheet, and cash flow statement.
Risk & Behavioral Finance
Understanding different risk types and the psychological biases that sabotage investment decisions.
Portfolio Construction Workshop
Build a diversified portfolio from scratch — asset allocation, fund selection, and cost analysis.
Tax-Smart Strategies & Account Types
401(k), IRA, Roth, taxable — which account for which investment and why it matters.
Live Q&A & Next Steps
Open Q&A session, personalized learning path recommendations, and graduation.
Zoom Link & Pre-Work
Your Zoom link and pre-bootcamp reading materials will be sent 48 hours before the event. Please complete the 15-minute knowledge assessment so we can tailor the Q&A session.
Early Bird Pricing Ends Feb 28
Register before February 28th to get the early bird rate of $200 (regular $250). Share with friends who want to learn investing fundamentals.
Welcome to the Investor Bootcamp!
We're excited to have you! This intensive two-day workshop will give you the knowledge and confidence to understand your investments and make informed decisions independently.
Starting at
$250
USD per person
Zoom Webinar
Link provided upon registration